Financial Perspectives’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $458K | Sell |
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|
2025
Q2 | $480K | Hold |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $86.5K | Hold |
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|
2020
Q1 | $72.2K | Hold |
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|
2019
Q4 | $84.2K | Buy |
|